Carlo I. Kazmierczyk
Professional summary
Carlo Ian Kazmierczyk, who also goes by Carlo Kazmierczyk, Carlo Ian Kazmierczyk, is a registered financial advisor currently at US ASSET MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.
Carlo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Carlo has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carlo Ian Kazmierczyk's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2023 - Present
US ASSET MANAGEMENT, LLC
Office #1: 211 N. Whitfield Street Suite 201, Pittsburgh, PA 15206June 5, 2019 - November 8, 2022
PERSHING LLC
October 23, 2018 - December 18, 2018
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
US ASSET MANAGEMENT, LLC
CRD#: 124234 / SEC#: 801-61680
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2023)
Exams
Current Firm
US ASSET MANAGEMENT, LLC
CRD#: 124234 / SEC#: 801-61680
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 321,229,308 |
Red Flags
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